EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 23.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,219
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$5.14M
3
+$4.73M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.64M
5
AAPL icon
Apple
AAPL
+$2.8M

Top Sells

1
+$1.11M
2
+$846K
3
+$758K
4
IIIV icon
i3 Verticals
IIIV
+$730K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$707K

Sector Composition

1 Technology 12.9%
2 Financials 6.72%
3 Healthcare 5.35%
4 Industrials 4.9%
5 Consumer Discretionary 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$1K ﹤0.01%
15
1927
$1K ﹤0.01%
+66
1928
$1K ﹤0.01%
22
-59
1929
$1K ﹤0.01%
+11
1930
$1K ﹤0.01%
+12
1931
$1K ﹤0.01%
+46
1932
$1K ﹤0.01%
+19
1933
$1K ﹤0.01%
10
-80
1934
$1K ﹤0.01%
295
1935
$1K ﹤0.01%
+29
1936
$1K ﹤0.01%
7
-173
1937
$1K ﹤0.01%
+44
1938
$1K ﹤0.01%
+13
1939
$1K ﹤0.01%
+32
1940
$1K ﹤0.01%
10
1941
$1K ﹤0.01%
+47
1942
$1K ﹤0.01%
26
+12
1943
$1K ﹤0.01%
119
-701
1944
$1K ﹤0.01%
+21
1945
$1K ﹤0.01%
5
1946
$1K ﹤0.01%
35
1947
$1K ﹤0.01%
+31
1948
$1K ﹤0.01%
+152
1949
$1K ﹤0.01%
+10
1950
$1K ﹤0.01%
+59
76 77
78
79 80